Periodic Review and Adaption
We encourage at least one formal portfolio review per year.
What you can expect during each follow-up meeting:- Any developments from our last discussion
- Review of your invested assets, which includes portfolio analysis, gains/losses, and performance
- Market discussion
We will have as many consultations as necessary to make you comfortable with us and our process. We also ask you to contact us when a life-changing event occurs or whenever you have a question concerning your portfolio or market conditions.